JT Stratford LLC
GAINESVILLE GA · SEC CIK 0001689013
$9.12亿2026Q2 申报市值
321持仓数
31.8%前十大占比 · 第一大 6.6%
42 / 24新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IUSB 加仓+$1,018.78万
MU 加仓+$625.28万
GGOV 新建仓+$597.72万
AMAT 加仓+$384.62万
MSFT 加仓+$328.29万
2026Q2 卖出最多 按季末市值估算
IAGG 清仓-$614.98万
EMGF 减仓-$409.59万
INTC 重新持有-$377.77万
ADBE 减仓-$319.52万
GSAT 减仓-$285.63万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | $59.51万 | 0.07% | 5,001 | 157 | 3.2% | $1.87万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $59.19万 | 0.06% | 5,206 | 125 | 2.5% | $1.42万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $58.32万 | 0.06% | 3,061 | 3 | 0.1% | $572 | 加仓 |
| — | INNOVATOR ETFS TRUST | $56.16万 | 0.06% | 18,075 | -2,190 | -10.8% | -$6.80万 | 减仓 |
| IYW | ISHARES TR | $55.49万 | 0.06% | 2,200 | 122 | 5.9% | $3.08万 | 加仓 |
| EOG | EOG RES INC | $54.68万 | 0.06% | 4,215 | 4,215 | — | $54.68万 | 新建仓 |
| BILS | SPDR SERIES TRUST | $54.56万 | 0.06% | 5,490 | 0 | 0.0% | — | 不变 |
| POWL | POWELL INDS INC | $53.81万 | 0.06% | 1,879 | -650 | -25.7% | -$18.61万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $53.64万 | 0.06% | 11,427 | 7,152 | 167.3% | $33.57万 | 重新持有 |
| DIA | STATE STR SPDR DOW JONES IND | $53.44万 | 0.06% | 1,023 | -36 | -3.4% | -$1.88万 | 减仓 |
| INCY | INCYTE CORP | $53.44万 | 0.06% | 4,714 | 2 | 0.0% | $227 | 加仓 |
| RMD | RESMED INC | $53.40万 | 0.06% | 2,740 | -659 | -19.4% | -$12.84万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $53.37万 | 0.06% | 985 | 4 | 0.4% | $2,167 | 加仓 |
| CMCSA | COMCAST CORP NEW | $53.19万 | 0.06% | 21,668 | 21,668 | — | $53.19万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $52.84万 | 0.06% | 1,664 | 10 | 0.6% | $3,175 | 加仓 |
| EFG | ISHARES TR | $51.46万 | 0.06% | 4,136 | -994 | -19.4% | -$12.37万 | 减仓 |
| MTUM | ISHARES TR | $50.98万 | 0.06% | 1,487 | -893 | -37.5% | -$30.61万 | 减仓 |
| LOW | LOWES COS INC | $50.51万 | 0.06% | 2,291 | 76 | 3.4% | $1.68万 | 加仓 |
| DES | WISDOMTREE TR | $50.30万 | 0.06% | 12,365 | 695 | 6.0% | $2.83万 | 加仓 |
| PEP | PEPSICO INC | $49.49万 | 0.05% | 3,655 | -262 | -6.7% | -$3.55万 | 减仓 |
| SMR | NUSCALE PWR CORP | $49.10万 | 0.05% | 48,950 | 2,709 | 5.9% | $2.72万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $47.95万 | 0.05% | 769 | -6 | -0.8% | -$3,741 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $47.73万 | 0.05% | 2,489 | 2,489 | — | $47.73万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $47.72万 | 0.05% | 1,728 | 1,728 | — | $47.72万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $47.47万 | 0.05% | 2,130 | -21 | -1.0% | -$4,680 | 减仓 |
| ULTA | ULTA BEAUTY INC | $46.99万 | 0.05% | 1,042 | 1,042 | — | $46.99万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $44.94万 | 0.05% | 2,229 | 2,229 | — | $44.94万 | 新建仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $44.36万 | 0.05% | 10,282 | 229 | 2.3% | $9,879 | 加仓 |
| — | INNOVATOR ETFS TRUST | $44.04万 | 0.05% | 14,082 | -1,135 | -7.5% | -$3.55万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $43.41万 | 0.05% | 9,098 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $42.90万 | 0.05% | 4,256 | -1,791 | -29.6% | -$18.05万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $42.88万 | 0.05% | 1,525 | 211 | 16.1% | $5.93万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $42.84万 | 0.05% | 438 | 2 | 0.5% | $1,956 | 加仓 |
| PSX | PHILLIPS 66 | $42.52万 | 0.05% | 2,515 | 66 | 2.7% | $1.12万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $42.35万 | 0.05% | 3,912 | 3,912 | — | $42.35万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $42.33万 | 0.05% | 1,420 | 1,420 | — | $42.33万 | 新建仓 |
| COKE | COCA COLA CONS INC | $41.79万 | 0.05% | 2,189 | 137 | 6.7% | $2.62万 | 加仓 |
| APH | AMPHENOL CORP | $40.69万 | 0.04% | 2,308 | 719 | 45.2% | $12.68万 | 加仓 |
| PFF | ISHARES TR | $40.56万 | 0.04% | 13,302 | -1,729 | -11.5% | -$5.27万 | 减仓 |
| IYF | ISHARES TR | $40.42万 | 0.04% | 3,170 | 24 | 0.8% | $3,060 | 加仓 |
| CPRT | COPART INC | $40.32万 | 0.04% | 14,304 | 14,304 | — | $40.32万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $40.24万 | 0.04% | 1,136 | 13 | 1.2% | $4,605 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $39.55万 | 0.04% | 10,806 | 10,806 | — | $39.55万 | 新建仓 |
| ADBE | ADOBE INC | $39.51万 | 0.04% | 1,927 | -15,585 | -89.0% | -$319.52万 | 减仓 |
| MCD | MCDONALDS CORP | $39.33万 | 0.04% | 1,455 | -111 | -7.1% | -$3.00万 | 减仓 |
| T | AT&T INC | $39.08万 | 0.04% | 18,878 | 23 | 0.1% | $476 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $39.02万 | 0.04% | 7,746 | -1,172 | -13.1% | -$5.90万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $38.95万 | 0.04% | 6,928 | -725 | -9.5% | -$4.08万 | 减仓 |
| OIH | VANECK ETF TRUST | $38.39万 | 0.04% | 1,032 | -68 | -6.2% | -$2.53万 | 减仓 |
| BLK | BLACKROCK INC | $38.17万 | 0.04% | 397 | -25 | -5.9% | -$2.40万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $37.71万 | 0.04% | 1,554 | -2,712 | -63.6% | -$65.81万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $37.67万 | 0.04% | 2,082 | 18 | 0.9% | $3,256 | 加仓 |
| MFDX | PIMCO EQUITY SER | $37.45万 | 0.04% | 8,994 | 485 | 5.7% | $2.02万 | 加仓 |
| EME | EMCOR GROUP INC | $37.43万 | 0.04% | 451 | -846 | -65.2% | -$70.21万 | 减仓 |
| USB | US BANCORP | $37.22万 | 0.04% | 6,163 | 2 | 0.0% | $121 | 加仓 |
| IWD | ISHARES TR | $37.19万 | 0.04% | 1,534 | 0 | 0.0% | — | 不变 |
| IDEF | BLACKROCK ETF TRUST | $36.36万 | 0.04% | 11,440 | -498 | -4.2% | -$1.58万 | 减仓 |
| ENB | ENBRIDGE INC | $36.31万 | 0.04% | 6,698 | 300 | 4.7% | $1.63万 | 加仓 |
| MCK | MCKESSON CORP | $35.74万 | 0.04% | 473 | -11 | -2.3% | -$8,312 | 减仓 |
| DE | DEERE & CO | $35.42万 | 0.04% | 558 | -273 | -32.9% | -$17.33万 | 减仓 |
| ACWX | ISHARES TR | $34.23万 | 0.04% | 4,497 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $33.22万 | 0.04% | 889 | -39 | -4.2% | -$1.46万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $32.53万 | 0.04% | 11,596 | 11,596 | — | $32.53万 | 新建仓 |
| TER | TERADYNE INC | $32.42万 | 0.04% | 670 | 670 | — | $32.42万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $32.35万 | 0.04% | 2,206 | -88 | -3.8% | -$1.29万 | 减仓 |
| VST | VISTRA CORP | $32.20万 | 0.04% | 2,030 | 2,030 | — | $32.20万 | 新建仓 |
| POOL | POOL CORP | $31.89万 | 0.03% | 1,484 | -3 | -0.2% | -$645 | 减仓 |
| CI | THE CIGNA GROUP | $31.79万 | 0.03% | 1,153 | -439 | -27.6% | -$12.10万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $31.74万 | 0.03% | 16,822 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $31.01万 | 0.03% | 910 | -2,106 | -69.8% | -$71.76万 | 减仓 |
| KHC | KRAFT HEINZ CO | $30.47万 | 0.03% | 12,902 | 12,902 | — | $30.47万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $29.70万 | 0.03% | 1,738 | 1,738 | — | $29.70万 | 新建仓 |
| EFV | ISHARES TR | $29.57万 | 0.03% | 3,863 | -8,806 | -69.5% | -$67.41万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $29.25万 | 0.03% | 2,127 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $29.25万 | 0.03% | 2,023 | -3 | -0.1% | -$434 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $28.95万 | 0.03% | 7,475 | 28 | 0.4% | $1,084 | 加仓 |
| IEUR | ISHARES TR | $28.78万 | 0.03% | 3,829 | -128 | -3.2% | -$9,622 | 减仓 |
| FDUS | FIDUS INVT CORP | $28.69万 | 0.03% | 15,046 | 0 | 0.0% | — | 不变 |
| JBBB | JANUS DETROIT STR TR | $28.62万 | 0.03% | 6,045 | 6,045 | — | $28.62万 | 新建仓 |
| SLV | ISHARES SILVER TR | $28.56万 | 0.03% | 5,341 | -865 | -13.9% | -$4.63万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $28.46万 | 0.03% | 6,601 | -7,671 | -53.7% | -$33.07万 | 减仓 |
| AMGN | AMGEN INC | $28.28万 | 0.03% | 781 | -124 | -13.7% | -$4.49万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $28.07万 | 0.03% | 1,032 | 1,032 | — | $28.07万 | 新建仓 |
| VICI | VICI PPTYS INC | $27.82万 | 0.03% | 10,477 | -1,500 | -12.5% | -$3.98万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $27.75万 | 0.03% | 2,230 | -9,310 | -80.7% | -$115.85万 | 减仓 |
| VGT | VANGUARD WORLD FD | $27.73万 | 0.03% | 2,320 | -56 | -2.4% | -$6,693 | 减仓 |
| CHAT | TIDAL TRUST II | $27.39万 | 0.03% | 2,776 | 2,776 | — | $27.39万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $27.12万 | 0.03% | 895 | -131 | -12.8% | -$3.97万 | 减仓 |
| JACK | JACK IN THE BOX INC | $27.00万 | 0.03% | 17,079 | 17,079 | — | $27.00万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $26.84万 | 0.03% | 2,490 | 2,490 | — | $26.84万 | 新建仓 |
| PBF | PBF ENERGY INC | $26.42万 | 0.03% | 5,805 | -403 | -6.5% | -$1.83万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $26.26万 | 0.03% | 1,588 | 1,588 | — | $26.26万 | 新建仓 |
| GSAT | GLOBALSTAR INC | $26.23万 | 0.03% | 3,227 | -35,137 | -91.6% | -$285.63万 | 减仓 |
| INTC | INTEL CORP | $26.01万 | 0.03% | 1,863 | -27,055 | -93.6% | -$377.77万 | 重新持有 |
| GM | GENERAL MTRS CO | $25.99万 | 0.03% | 3,372 | -383 | -10.2% | -$2.95万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $25.94万 | 0.03% | 2,641 | 29 | 1.1% | $2,848 | 加仓 |
| MET | METLIFE INC | $24.88万 | 0.03% | 2,940 | -3 | -0.1% | -$254 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $24.77万 | 0.03% | 596 | -2,658 | -81.7% | -$110.47万 | 重新持有 |
| PDBA | INVESCO ACTVELY MNGD ETC FD | $24.68万 | 0.03% | 6,930 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $24.57万 | 0.03% | 2,363 | 4 | 0.2% | $416 | 加仓 |